EPISODE · Jul 16, 2026 · 28 MIN
Why Nations Royalty Could Become The Next Franco Nevada
from In it to Win it · host Steve Barton
Derrick Pattenden, Mining Engineer, CFA, CEO of Nations Royalty, and Kody Penner, Vice President of Corporate Development, to discuss how the company is pioneering Canada's first majority Indigenous-owned public royalty company by consolidating Indigenous mining royalties into a scalable royalty business. 👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit 👉 https://nationsroyalty.ca 📩 Free Newsletter 📈 Technical Analysis for Beginners 🌎 Travel Channel Recording Date 7-10-2026. In this episode, Derrick and Kody walk me through the company's unique structure, its current royalty portfolio, financial position, and why they believe Indigenous communities can unlock significantly greater long-term value by pooling royalty assets into a diversified public company rather than holding them individually. They explain the importance of the Bruce Jack royalty, the massive long-term upside of Seabridge Gold's KSM project, and how Nations Royalty intends to become the premier vehicle for Indigenous-owned mining royalties across Canada. From my perspective, one of the biggest takeaways is that this story extends well beyond today's producing assets. Derrick and Kody explain why building relationships with Indigenous communities is their highest priority, why future partnerships represent the company's largest growth catalyst, and how additional royalty acquisitions could rapidly expand the portfolio. We also discuss management's extensive mining finance backgrounds, the support of industry leaders connected to Franco-Nevada and Wheaton Precious Metals, the importance of improving BC Mineral Tax cash flows, the potential impact of KSM's future development, and why they believe this business model could eventually expand internationally while creating lasting value for both Indigenous communities and shareholders. Key Insights In This Episode ✅ Nations Royalty is Canada's first majority Indigenous-owned royalty company. ✅ KSM is the company's flagship long-life royalty asset. ✅ New Indigenous partnerships are the biggest growth catalyst. ✅ Brucejack provides growing royalty cash flow today. ✅ Pooling royalties creates value through diversification. ✅ Management is building long-term Indigenous partnerships across Canada. Top of Form Bottom of Form Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series Rule Symposium 2026 Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter Chapters 00:00 Welcome And Company Overview 00:20 Financial Position And Royalty Portfolio 02:20 Understanding The KSM Royalty 03:40 Company History And Indigenous Strategy 05:05 Building Partnerships With Indigenous Communities 07:34 Management Experience And Mining Backgrounds 11:58 Why KSM Could Transform The Company 13:37 Share Structure And Ownership 15:01 Future Growth Catalysts 19:51 Indigenous Branding And Company Culture 20:40 Risks And Business Challenges 23:26 Closing Thoughts And Investment Outlook DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #InItToWinIt #SteveBarton #NationsRoyalty #DerrickPattenden #KodyPenner #SteveBarton #MiningStocks #GoldStocks #RoyaltyCompanies #Gold #Copper #SeabridgeGold #KSM #BruceJack #FirstNations #Indigenous #MiningInvesting #ResourceInvesting #JuniorMining #PreciousMetals #RuleSymposium #ValueInvesting
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Why Nations Royalty Could Become The Next Franco Nevada
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